Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Kyle Koch, financial advisor Dallas TX
93 score

Kyle Koch

CRD Number: 1865093
Current Firm: Shamrock Asset Management LLC

Kyle Koch (CRD# 1865093) is an Investment Advisor Representative working at Shamrock Asset Management LLC in Dallas, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Troy, MI Oct 2014 - Current 2
Dnm Consulting LLC Missouri City, TX Nov 2013 - Current 2
Shamrock Asset Management LLC Dallas, TX Aug 2012 - Current 4
Dale Oil & Gas Partners, LLC Dallas, TX Mar 2013 - Nov 2013 < 1
Kiski Securities, LLC New York, NY Sep 2011 - Nov 2013 2
Mgl Consulting, LLC Magnolia, TX Mar 2010 - Nov 2013 3
Aspen River Securities, LLC Cartersville, GA Jan 2011 - Aug 2012 1
Riverrock Securities, LLC Houston, TX Nov 2011 - Apr 2012 < 1
Halter Global Opportunity Fund Management, LLC Dallas, TX Jul 2009 - Dec 2011 2
Riverrock Securities, LLC Houston, TX Aug 2010 - Nov 2011 1
Bic Distributors, LLC Scottsdale, AZ Dec 2009 - Jul 2011 1
Halter Global Opportunity Fund Gp, LP Dallas, TX Jul 2009 - Feb 2010 < 1
Mgl Consulting Corp. The Woodlands, TX Apr 2009 - Feb 2010 < 1
Ntbd Advisors, LLC The Woodlands, TX May 2009 - Nov 2009 < 1
Stanford Group Company Houston, TX Sep 2007 - Mar 2009 1
Stanford Group Company Houston, TX Apr 2007 - Sep 2007 < 1
State Securities Board Houston, TX Jul 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Kyle M. Koch
Phone Number: 214-265-9400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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